# Scott & Associates Investment Advisory Services

Scott & Associates Investment Advisory Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 135506
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135506

## About

SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES is a state-registered investment adviser in ST. HELENA, CA. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Has Scott & Associates participated in any reported transactions or fund launches?

There is no public record of the firm participating in named transactions — direct, co-investment, or fund-of-funds. No fund launches, SPV formations, or portfolio-company announcements are associated with Scott & Associates in the institutional record.

### Are any principals or key investment decision-makers named publicly?

No principals, portfolio managers, or advisory personnel are publicly associated with the firm. The absence of a named individual prevents any assessment of investment-track-record continuity, professional-network access, or decision-making structure.

### Does the firm maintain a website or any other public-facing presence?

No verified website, LinkedIn page, or professional networking profile is associated with Scott & Associates Investment Advisory Services. This absence limits independent verification of the firm's claims and prevents standard operational due diligence through primary-source review.

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Last updated: 2026-06-03T20:00:00.000Z

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